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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,055 | $136,860-65.6% | $120,344-60.9% | $154,746-69.6% |
| Participation rate | 41.7% | 79.9%-38.2pp | 76.7%-35.0pp | 80.7%-39.0pp |
| Annual return | 12.86% | 21.38%-8.5pp | 20.30%-7.4pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,062 | $3,533-69.9% | $3,020-64.8% | $4,379-75.7% |
| Participant deferral / active EE | $2,371 | $5,793-59.1% | $5,135-53.8% | $6,730-64.8% |
| Admin fee / account holder | $26,477 | $15,393+72.0% | $12,742+107.8% | $14,365+84.3% |